Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47862.39 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46467.43 Kr¶
PnL: ---------------------------------------> -421.14 Kr¶
DD now: ---------------------------------> -1.578 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 19:44:44.075394'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 4.730000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| HEBA B | 70 | -1.730000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.570000 | 3094.000000 | 123.000000 | 4.140000 | 2971.000006 |
| AcadeMedia | 12 | 0.800000 | 607.200000 | 50.200000 | 9.010000 | 557.000004 |
| Corem Property Group B | 59 | -1.680000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| Boozt | 12 | 0.500000 | 1696.800000 | 42.800000 | 2.590000 | 1653.999996 |
| HMS Networks | 2 | -0.890000 | 710.800000 | 37.800000 | 5.620000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.540000 | 390.900000 | 35.900000 | 10.110000 | 355.000000 |
| Resurs Holding | 22 | 0.950000 | 609.400000 | 35.400000 | 6.170000 | 573.999998 |
| MedCap | 2 | -1.940000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| SAAB B | 8 | 0.120000 | 3407.200000 | 30.200000 | 0.890000 | 3377.000000 |
| Norva24 Group | 16 | 0.280000 | 566.400000 | 23.400000 | 4.310000 | 543.000000 |
| Securitas B | 6 | 1.490000 | 588.600000 | 18.600000 | 3.260000 | 570.000000 |
| Intrum | 4 | -0.180000 | 545.400000 | 18.400000 | 3.490000 | 527.000000 |
| Swedbank A | 3 | 2.220000 | 581.100000 | 17.100000 | 3.030000 | 564.000000 |
| Eastnine | 4 | -0.470000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| OEM International B | 7 | -1.030000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.880000 | 542.000000 | 10.000000 | 1.880000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.580000 | 250.320000 | 4.320000 | 1.760000 | 246.000000 |
| Handelsbanken A | 5 | 0.320000 | 547.750000 | 1.750000 | 0.320000 | 546.000000 |
| Nordea Bank Abp | 29 | 0.300000 | 3454.480000 | 0.480000 | 0.010000 | 3453.999992 |
| Creaspac SPAC | 6 | -0.210000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Midsona B | 63 | 0.770000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Essity B | 2 | -0.460000 | 560.600000 | -13.400000 | -2.330000 | 574.000000 |
| CTEK | 13 | -3.590000 | 517.400000 | -16.600000 | -3.110000 | 533.999999 |
| Essity A | 4 | -0.180000 | 1130.000000 | -19.000000 | -1.650000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.960000 | 558.000000 | -36.570000 | -6.150000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -0.790000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Axfood | 13 | -2.130000 | 3582.800000 | -173.200000 | -4.610000 | 3756.000001 |
| OX2 | 18 | 0.560000 | 1448.100000 | -215.900000 | -12.970000 | 1663.999992 |
| Fasadgruppen Group | 35 | 2.300000 | 3577.000000 | -234.000000 | -6.140000 | 3810.999990 |
| Ovzon | 52 | -1.610000 | 2865.200000 | -496.800000 | -14.780000 | 3361.999992 |
| TOTAL | 46467.430000 | -421.140000 | -1.57825% | 46888.564618 |
Updated:¶
'2023-01-24 19:44:57.415755'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
